Assistant Manager, HNW Sales & Wealth Structuring Support - Hiring Fast

We are searching for a driven Assistant Manager, HNW Sales & Wealth Structuring Support to join our exceptional team at Sun Life in null Kowloon
Growing your career as a Full Time Assistant Manager, HNW Sales & Wealth Structuring Support is a terrific opportunity to develop useful skills.
If you are strong in presentation, teamwork and have the right personality for the job, then apply for the position of Assistant Manager, HNW Sales & Wealth Structuring Support at Sun Life today!

Job Description :We are now looking for an Assistant Manager, HNW Wealth Structuring & Sales Support having the following key roles and purposes:Wealth Structuring and Sales Support on key HNW relationships and casesWork with internal and external parties to support and win HNW casesSupport the development and expertise in Wealth Structuring at SLHK and with the various channelsAbility to work and partner with Private Banks, Trusts, Lawyers, and EAM’sWorking closely and in partnership with HNW Case Management is key to help achieve:all necessary documentation as required is received and properly completed, and all administrative and compliance processes are followed and monitored as to timeliness and qualitycases are processed and all primary records and systems data is capturedmedical and other requirements are coordinated and handled promptly, including the arranging of such requirementspolicies are issued in accordance with Sun Life Insurances standardspolicyholder and policy information is kept up-to-date through full lifecycle.Also:Help support and drive HNW Alternative Channels Sales and TrainingHelp with Private Bank approvals including all paperwork and processesHelp with Trust, PIC, Corporate and Insurable Interest StructuringNew Partnership opportunities with brokers, banks, and wealth structuring firmsThe key is to be able to think on your feet, and work with members of internal and external teams (Often Legal and Compliance) to reach positive solutions and outcomes, while always protecting Sun Life.Major accountabilitiesHelp support the Wealth Structuring procedures and process at SLHK, and support the expanding of HNW Wealth Structuring relationshipsWork with internal and external parties to support and win HNW casesSupport the development and expertise in Wealth Structuring at SLHK and with the various channelsHelp check cases, improve efficiency, and make it easier to do HNW business with SLHKBe the internal conduit and champion for HNW team through using strong relationship, influencing and communication skillsWorking closely and in partnership with HNW Case Management is key to help achieve effective process efficiency, policy insurance & renewal, client relations, and claims administration of cases and undertake other duties as may be requiredMaintain high quality service standard expected of Sun Life brand in order to foster long lasting client relationshipsObtain sufficient information and documentation from clients to review cases and Underwriting requirementsDevelop and leverage competitor market knowledge and identify areas to improve and make it easier to do business at SLHK. And help implement changesWork with HUBS team and share expertiseEnsure compliance with all guidelines and other operational standards and procedures as well as relevant regulations and lawsSpecialized knowledgeGood HNW Sales Support and Ops Knowledge and experienceGood Wealth Structuring ExperienceSales, Marketing and HNW/Banking/Insurance knowledgeHNW and Ultra HNW Sales Support experienceUniversity (BA) or (BS)IHNW Ops/Case Management ExperienceAbility to train/support HNW sales in Alternative DistributionGood Risk/Compliance knowledgeClear evidence of appropriate skill and competencies and appropriate insurance qualificationConfident and good “can do” attitudePro-activity: Can anticipate the needs of the customer and the work environment. Does not wait to be told or instructed. Searches out opportunities to help others in the team. Anticipates problems before they occur and before it causes consequence.Service driven: Delivers on promises. Meets goals and targets first time every time. Passionate for delivering better than the standards expected – both timeline and quality. High skills and abilities in customer facing maters – in person, over telephone or in written and spoken Chinese and English.Competency: Quick to grasp. Needs minimal supervision. Can be trusted to do things correctly. Can be relied upon to look at a problem or a task and action or come back with a well thought out solution and strategy.Communication: Excellent comprehension and ability in English and Cantonese – spoken and written. Ideally Mandarin.We offer 5-day work, attractive salary, MPF, group life and group medical insurance; and excellent career development opportunities to the right candidate.We are an equal opportunity employer and welcome applications from all qualified candidates. Application forms and resume will be kept for a period of 24 months after completion of the recruitment process. (All information will be held in strict confidence and only be used for recruitment purpose).Job Category:Sales - Distribution SupportPosting End Date:31/07/2024

Benefits of working as a Assistant Manager, HNW Sales & Wealth Structuring Support in null Kowloon:

● Learning opportunities
● Advancement opportunities
● Advantageous package